See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,930 | $100,773-22.7% | $88,946-12.4% | $142,382-45.3% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.8%-31.3pp | 80.1%-42.6pp |
| Annual return | 17.80% | 70.18%-52.4pp | 57.82%-40.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $658 | $2,918-77.5% | $2,555-74.3% | $4,299-84.7% |
| Participant deferral / active EE | $6,434 | $5,230+23.0% | $4,581+40.4% | $6,507-1.1% |
| Admin fee / account holder | $696 | $9,693-92.8% | $8,261-91.6% | $12,624-94.5% |